Cornerstone Advisors Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cornerstone Advisors Asset Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28M	Sell	319,169 -6,249	-2%	-$533K	3.67%	7
2026 Q1	$24.9M	Buy	325,418 +20,753	+7%	+$1.66M	3.84%	7
2025 Q4	$24.4M	Buy	304,665 +6,545	+2%	+$521K	3.97%	7
2025 Q3	$23.4M	Sell	298,120 -9,673	-3%	-$730K	4.08%	7
2025 Q2	$22.4M	Buy	307,793 +6,098	+2%	+$410K	4.31%	7
2025 Q1	$19.8M	Buy	301,695 +1,277	+0.4%	+$88.3K	4.06%	7
2024 Q4	$20.7M	Buy	300,418 +560	+0.2%	+$38.8K	4.48%	7
2024 Q3	$20.2M	Buy	299,858 +116,845	+64%	+$7.6M	4.48%	7
2024 Q2	$11.7M	Buy	183,013 +166,472	+1,006%	+$10.2M	3.31%	7
2024 Q1	$1.02M	Buy	+16,541	New	+$969K	0.36%	45

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Cornerstone Advisors Asset Management's SPYM Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, selling an estimated $533K and leaving 319,169 shares worth $28M. The position accounts for 3.67% of the portfolio, ranked #7.

Cornerstone Advisors Asset Management first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cornerstone Advisors Asset Management held 319,169 shares of State Street SPDR Portfolio S&P 500 ETF worth $28M as of Q2 2026.
Cornerstone Advisors Asset Management sold 6,249 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $533K.
State Street SPDR Portfolio S&P 500 ETF made up 3.67% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #7 holding.
Cornerstone Advisors Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.